LPL Financial Tax Documents
The following information applies to taxable accounts and retirement accounts from which distributions were taken. If you have annuities and are taking distributions, these will come from their respective carriers as usual.
All LPL Financial tax documents can be accessed via the Account View website (Click the button below to access the site). If you have not registered for access yet, you can do so by clicking the "Sign Up" button below the login field. Your Account View will provide the same documents we are able to see. If the document is not available yet, we do not have access to it either. If you have any trouble, please contact our office by calling (619) 295-9930 or by sending an email to team@lumenafinancial.com
Weekly Tax Form Mailings
LPL begins issuing 1099-Consolidated Tax Statements on a weekly basis in January each year. Forms will be available based on finalization of all current tax year information which are generally received any time between January and April.
Tax Season Essentials
In order to meet all IRS deadlines, reduce errors, and reduce the need to mail corrected versions, LPL mails the 1099 Consolidated Tax Statements in weekly phases.
Meet the Taxpayer Advocate Service
- TAS can help taxpayers resolve problems they haven't been able to settle with the IRS on their own.
- The service is free.
- TAS helps all taxpayers and their representatives, including individuals, businesses, and exempt organizations.
- If taxpayers qualify for TAS help, an advocate will be with them at every turn and do everything possible to assist throughout the process.
- TAS also handles large-scale problems that affect many taxpayers.
Tip adapted from IRS.gov, July 19, 2022
2025-2026 Tax Season Guide
Use this guide to help you prepare for Tax Season.
2026 Tax Planning
In this guide, we will explore where your tax dollars go, some of the ways tax filing may look different in 2026, and what you can do to prepare. Keep in mind, this guide is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax, legal, and accounting professionals before modifying your strategy.
Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) Programs
The IRS's Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs offer free basic tax return preparation to qualified individuals.
The VITA program has operated for over 50 years. VITA sites offer free tax help to people who need assistance in preparing their own tax returns, including:
- People who generally make $67,000 or less
- Persons with disabilities; and
- Limited English-speaking taxpayers
In addition to VITA, the TCE program offers free tax help, particularly for those who are 60 years of age and older, specializing in questions about pensions and retirement-related issues unique to seniors.
A High-Level Overview of the “One Big Beautiful Bill Act”
The One Big Beautiful Bill Act brings a wide range of tax updates that may impact individuals, families, and business owners starting in 2025. From revised deductions to expanded credits and new rules for seniors, families, and workers, this legislation touches many areas of financial life. We’ve put together a high-level overview to help you get familiar with some of the most notable changes.